GWA
Guidant Wealth Advisors’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | $287K | Hold |
4,273
| – | – | 0.11% | 95 |
|
|
2019
Q2 | $285K | Sell |
4,273
-93
| -2% | -$6.2K | 0.11% | 97 |
|
|
2019
Q1 | $281K | Buy |
4,366
+1,191
| +38% | +$76.7K | 0.11% | 94 |
|
|
2018
Q4 | $180K | Sell |
3,175
-4,424
| -58% | -$251K | 0.08% | 85 |
|
|
2018
Q3 | $1.14M | Sell |
7,599
-86
| -1% | -$12.9K | 0.48% | 25 |
|
|
2018
Q2 | $1.09M | Sell |
7,685
-108
| -1% | -$15.4K | 0.48% | 25 |
|
|
2018
Q1 | $1.07M | Sell |
7,793
-869
| -10% | -$120K | 0.49% | 24 |
|
|
2017
Q4 | $1.19M | Buy |
8,662
+4,531
| +110% | +$624K | 0.53% | 24 |
|
|
2017
Q3 | $240K | Hold |
4,131
| – | – | 0.17% | 38 |
|
|
2017
Q2 | $229K | Sell |
4,131
-617
| -13% | -$34.2K | 0.12% | 66 |
|
|
2017
Q1 | $254K | Sell |
4,748
-232
| -5% | -$12.4K | 0.13% | 62 |
|
|
2016
Q4 | $260K | Hold |
4,980
| – | – | 0.15% | 60 |
|
|
2016
Q3 | $245K | Buy |
+4,980
| New | +$245K | 0.15% | 61 |
|